Noelle Kacerek
Financial Advisor at Chicory Wealth- Claim this Profile
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Bio
Credentials
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Candidate for CFP® certification, Examination passed March 2021
CFP Board
Experience
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Chicory Wealth
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Mar 2022 - Present
Chicory Wealth is a fee-only financial life planning and sustainable wealth management firm (meaning our compensation is not tied to commissions). We provide holistic Financial Life Planning services to individuals and nonprofit organizations across the country. Our planning engagements cover cash flow management, insurance analysis, education planning, tax planning, estate planning, investments, retirement distribution planning, and charitable giving. Our investment strategies are centered on sustainable and Environmental, Social and Governance (ESG) screened investments. You can find out more about me on our website: www.chicorywealth.com. DISCLAIMER: https://chicorywealth.com/legal-and-privacy/ Show less
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Education
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Fairleigh Dickinson University
Financial Planning Certificate Program, Financial Planning and Services -
Green Mountain College
Master of Science - MS, Environmental Science/ Conservation Biology -
Centenary University
Bachelor of Science - BS, Biology, General
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